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JPMorgan Chase
JPM

Overview Fund Activity

3,679 hedge funds and large institutions have $297B invested in JPMorgan Chase in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,566 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,679
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.66%
Holding in Top 10
508
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.42%
% of All Funds
8.1%
New
160
Increased
1,566
Reduced
1,558
Closed
80
Calls
$6.11B
Puts
$8.12B
Net Calls
-$2.01B
Net Calls Change
-$1.96B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$668M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$347M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$253M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$188M

Top Sellers

1
State Street
State Street
Massachusetts
-$620M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$561M
3
Bank of America
Bank of America
North Carolina
-$417M
4
BlackRock
BlackRock
New York
-$405M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1501
Hudock Inc
Pennsylvania
$4.25M -$49.9K -344 -1%
MCWS
1502
McKinley Carter Wealth Services
West Virginia
$4.24M -$3.77K -26 -0.1%
TSWM
1503
Triangle Securities Wealth Management
North Carolina
$4.24M -$11K -76 -0.3%
WBC
1504
West Branch Capital
Massachusetts
$4.24M -$5.8K -40 -0.1%
BCM
1505
Brookmont Capital Management
Texas
$4.24M -$42.6K -294 -1%
PCA
1506
Peddock Capital Advisors
Massachusetts
$4.24M +$50.6K +349 +1%
DDC
1507
DF Dent & Co
Maryland
$4.23M -$5.08K -35 -0.1%
TFA
1508
Transamerica Financial Advisors
Florida
$4.23M +$75.4K +520 +2%
SS
1509
Sunbelt Securities
Texas
$4.23M +$195K +1,345 +5%
EAM
1510
EULAV Asset Management
Florida
$4.21M -$1.01M -6,988 -19%
SMI
1511
Shelter Mutual Insurance
Missouri
$4.21M – – –
HIP
1512
HUB Investment Partners
Texas
$4.2M +$530K +3,657 +14%
CRCM
1513
Crystal Rock Capital Management
Illinois
$4.18M – – –
ZCI
1514
Zevenbergen Capital Investments
Washington
$4.18M -$22.5K -155 -0.5%
ST
1515
Smithfield Trust
Pennsylvania
$4.18M +$272K +1,876 +7%
EWA
1516
Exencial Wealth Advisors
Oklahoma
$4.17M -$373K -2,575 -8%
RBA
1517
Richard Bernstein Advisors
New York
$4.17M – – –
CWM
1518
Calamos Wealth Management
Illinois
$4.17M +$278K +1,914 +7%
MCCA
1519
Mill Creek Capital Advisors
Pennsylvania
$4.16M -$356K -2,457 -8%
AL
1520
Aspiriant LLC
California
$4.15M +$315K +2,173 +8%
VWMG
1521
Virginia Wealth Management Group
Virginia
$4.14M -$14.9K -103 -0.4%
FNBOMD
1522
First National Bank of Mount Dora
Florida
$4.13M +$9.72K +67 +0.2%
MHS
1523
M Holdings Securities
Oregon
$4.13M +$3.53M +24,309 +579%
MWAM
1524
Manhattan West Asset Management
California
$4.13M +$500K +3,545 +14%
BCM
1525
Buckhead Capital Management
Georgia
$4.11M -$184K -1,270 -4%
59 60
61
62 63